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Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

Nippon India Focused Equity Fund - Portfolio Analysis

  • ₹118.37 (0.07%)

    Current NAV 13-12-2024

  • 18.02%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 89.79%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 48.84
Small Cap 21.58
Mid Cap 19.37

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Finance

Automobiles

Leisure Services

Auto Components

IT - Software

Retailing

Petroleum Products

Diversified

Insurance

Diversified FMCG

Industrial Manufacturing

IT - Services

Healthcare Services

Electrical Equipment

Capital Markets

Cement & Cement Products

Entertainment

Consumer Durables

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
HDFC Bank Limited Large Cap Banks (19.57) 9.19% 20.72 14.89%
ICICI Bank Limited Large Cap Banks (19.57) 6.88% 19.62 32.72%
Axis Bank Limited Large Cap Banks (24.43) 6.49% 28.68 29.81%
Infosys Limited Large Cap IT - Software (39.82) 4.7% 30.81 38.01%
Reliance Industries Limited Large Cap Petroleum Products (16.73) 4.25% 25.4 4.77%
3M India Limited Mid Cap Diversified 3.97% - 0%
Hero MotoCorp Limited Large Cap Automobiles (34.42) 3.56% 22.06 18.12%
SBI Cards and Payment Services Limited Mid Cap Finance (30.66) 3.48% 0 -3.17%
Bajaj Finserv Limited Large Cap Finance (98.48) 3.3% 31.49 -0.44%
HDFC Life Insurance Company Limited Large Cap Insurance (21.48) 3.08% 80.39 -9.39%
ITC Limited Large Cap Diversified FMCG (28.12) 3.03% 28.72 3.51%
Honeywell Automation India Limited Mid Cap Industrial Manufacturing (100.46) 2.89% 0 13.33%
Affle (India) Limited Small Cap IT - Services (35.78) 2.78% 72.72 48.69%
FSN E-Commerce Ventures Limited Mid Cap Retailing (213.58) 2.77% 1120 -0.83%
Syngene International Limited Mid Cap Healthcare Services (73.39) 2.7% 72.43 23.96%
Bharat Forge Limited Mid Cap Auto Components (26.29) 2.65% 0 0%
Sapphire Foods India Limited Small Cap Leisure Services 2.42% - 0%
Bharat Heavy Electricals Limited Large Cap Electrical Equipment (114.46) 2.28% 356.62 35.06%
Varroc Engineering Limited Small Cap Auto Components (25.94) 2.28% 17.26 12.52%
Cholamandalam Financial Holdings Limited Small Cap Finance (38.89) 2.24% 13.86 49.45%
Thomas Cook (India) Limited Small Cap Leisure Services (62.09) 2.14% 35.85 43.64%
Hyundai Motor India Ltd Large Cap Automobiles 2.08% - 0%
Angel One Limited Small Cap Capital Markets (38.89) 1.92% 23.17 11.3%
Grasim Industries Limited- Partly Paid up Small Cap Cement & Cement Products 1.77% - 0%
PVR INOX Limited Small Cap Entertainment (35.78) 1.71% -46.5 -16.9%
Restaurant Brands Asia Limited Small Cap Leisure Services (84.43) 1.7% -17.48 -29.39%
MedPlus Health Services Limited Small Cap Retailing (48.5) 1.65% 102.03 14.97%
Whirlpool of India Limited Small Cap Consumer Durables (277.11) 0.97% 79.97 42.7%
Ola Electric Mobility Ltd Mid Cap Automobiles 0.91% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Nippon India Focused Equity Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Nippon India Focused Equity Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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